See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,394 | $74,888-8.7% | $71,209-4.0% | $142,382-52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.69% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,918 | $2,854+72.3% | $2,721+80.8% | $4,299+14.4% |
| Participant deferral / active EE | $7,995 | $4,454+79.5% | $4,175+91.5% | $6,507+22.9% |
| Admin fee / account holder | $2,495 | $5,568-55.2% | $5,349-53.4% | $12,624-80.2% |